Sentieo
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
The Sentieo Financial and Corporate Research Platform brings together the previously disparate tools of financial document search, market and alternative data, and modeling and analytics, with a research management system. Sentieo’s single, integrated solution helps competitive investors and corporations rapidly discover insights so they can make smarter investments and execute winning strategies.
Key Features
Document Search
Sentieo’s AI-driven Document Search solution is the fastest and most powerful way to search through millions of documents and content sources to find the uncharted insights others miss in their research.
Advanced query operators, filters, smart categories, and synonyms
Search within specific document types, sections, or by role
Broad searches to uncover market signals and trends
Redlining to compare filings over time
Alerts set up for specific companies, watchlists, or saved searches
Analytics & Modeling
Discover uncharted insights and make confident decisions faster with a suite of integrated tools to:
Build financial models
Analyze language and sentiment
Identify company and sector-level insights quickly with data visualization
Customize dashboards for at-a-glance analysis of price monitors, new documents, charts, news, and more
Company, Market, and Alternative Data
Comprehensive, Searchable Documents and Content
Get access to:
A fully searchable database of company filings, documents, and news
An integrated equity data terminal
Alternative, market, and macro data
The ability to add your own documents and sync with third-party note-taking apps
Research Management System
An integrated Notebook and RMS helps analysts save time and make more winning investment decisions—driving faster adoption and use—while the standardization of a repeatable and transparent investment research process delivers better research ROI, protection of intellectual property, and compliance.
Add, tag, and index your existing content and broker research via API, plugins, upload, or syncing with third-party tools
Support for different workflows, fields, templates, and dashboards
Configure access controls for specific groups and roles
Key Benefits
Our users get these improvements in strategy through:
Discovering uncharted insights by bringing together data, documents, and insights on one research platform enabling:
Users to uniquely combine financial and corporate data across sources and types
The full value of all the text and numerical data equities and corporations produce
Access to analyst ready data, models, and even alternative data
Getting to those insights hundreds of hours faster than using their current tools through capabilities designed to save time for researchers such as:
Powerful NLP-driven document search across millions of documents, including internal content
AI-driven tools and visualizations to extract insights from data and documents, specifically designed to reduce manual work by valuable analysts
Having access to the complete research workflow on one platform, massively reducing wasted context and tool switching time
Providing deeper confidence in the decisions delivered by research with a complete research platform that:
Centralizes all relevant content in one fully searchable place
Supports the complete research workflow
Provides a fully auditable workflow to meet compliance requirements and inspect and improve analyst performance